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Original filing (PDF)20260211101959NAL0003761329001

ENGLEDOW, INC.

Form 5500
FILING_RECEIVED
ENGLEDOW, INC. 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo100% in single holding
Active participants
155
Accounts w/ balance
134
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 2.8 months past the 10.5-month grace window.
  • Top holding "[DFE: FRS MFS MID CAP GROUP (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGLEDOW, INC..
Plan sponsor
Name
ENGLEDOW, INC.
EIN
35-1066915
Address
1100 E. 116TH STREET · CARMEL, IN · 46032
Phone
(317) 575-1100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL, LAWTON & CO, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS04-2647786RECORDKEEPER$12K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT47-1411118ADVISOR$12K

Investments

2 pooled funds· $31K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
FRS MFS MID CAP GROUP
MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 000
Common Collective Trust
$31K0.6%
WA CORE BOND G1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000
Common Collective Trust
$0<0.1%

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